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    Two Simple Tax Planning Tips + A Fun (Personal) Update

    Two Simple Tax Planning Tips + A Fun (Personal) Update

    FromStay Wealthy Retirement Podcast

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    Two Simple Tax Planning Tips + A Fun (Personal) Update

    FromStay Wealthy Retirement Podcast

    ratings:
    Length:
    8 minutes
    Released:
    May 25, 2021
    Format:
    Podcast episode

    Description

    Learn how to: Lower your tax bill Optimize investments Improve retirement success Click Here to Get Your FREE Retirement Assessment --------------------------------------------- Today I'm sharing two simple tax planning tips. These tips will help you catch common errors we're finding on 2020 tax returns. I'm also sharing some fun (personal) news with our listeners! ? If you've filed your 2020 tax return and want to avoid any big surprises this year, today's episode is for you.
    Released:
    May 25, 2021
    Format:
    Podcast episode

    Titles in the series (100)

    Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.